BCM

Boltwood Capital Management Portfolio holdings

AUM $376M
1-Year Est. Return 12.48%
This Quarter Est. Return
1 Year Est. Return
+12.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$6.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$480K
3
+$368K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$314K
5
BA icon
Boeing
BA
+$222K

Top Sells

1
+$1.81M
2
+$890K
3
+$368K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$210K
5
CB icon
Chubb
CB
+$200K

Sector Composition

1 Healthcare 15.05%
2 Financials 11.59%
3 Technology 10.71%
4 Energy 6.72%
5 Consumer Staples 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$656K 0.43%
9,592
-2,210
77
$640K 0.42%
10,480
78
$637K 0.41%
7,595
-200
79
$608K 0.39%
3,718
80
$595K 0.39%
8,690
-75
81
$595K 0.39%
3,393
82
$562K 0.37%
33,420
+2,700
83
$556K 0.36%
4,009
84
$550K 0.36%
3,625
85
$546K 0.35%
16,250
86
$538K 0.35%
6,484
87
$525K 0.34%
17,475
+600
88
$501K 0.33%
5,180
-130
89
$486K 0.32%
6,980
+200
90
$468K 0.3%
9,620
91
$460K 0.3%
9,600
92
$458K 0.3%
3,950
93
$441K 0.29%
29,616
+950
94
$438K 0.28%
3,863
95
$413K 0.27%
3,410
+80
96
$402K 0.26%
2,572
97
$399K 0.26%
8,364
+326
98
$398K 0.26%
11,983
99
$371K 0.24%
3,917
100
$361K 0.23%
3,260
+425
1 2 3
4
5